StockDriftsStockDriftsTop 50 Waddell & Associates, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FDX | FEDEX CORP | 28.18% | 1.40M | $499.4M | +18.02%(+214.05K) | $262.53(+19.23%) | 2026-03-31 | |
| PAVE | GLOBAL X FDS | 5.64% | 1.97M | $100.0M | +2.66%(+50.93K) | $41.08(+39.12%) | 2026-03-31 | |
| GCOW | PACER FDS TR | 5.4% | 2.07M | $95.7M | +18100.68%(+2.06M) | $43.66(+0.87%) | 2026-03-31 | |
| MDY | STATE STR SPDR S&P MIDCAP 40 | 5.35% | 153.6K | $94.7M | +2.18%(+3.27K) | $365.02(+90.05%) | 2026-03-31 | |
| FNDA | SCHWAB STRATEGIC TR | 5.28% | 2.89M | $93.6M | +2.24%(+63.33K) | $21.62(+74.03%) | 2026-03-31 | |
| DGRW | WISDOMTREE TR | 5.09% | 1.03M | $90.2M | +3.58%(+35.46K) | $64.13(+49.48%) | 2026-03-31 | |
| AUSF | GLOBAL X FDS | 4.6% | 1.68M | $81.5M | +5.76%(+91.71K) | $43.34(+15.12%) | 2026-03-31 | |
| SCHK | SCHWAB STRATEGIC TR | 3.78% | 2.14M | $67.1M | +3.37%(+69.89K) | $15.72(+128.74%) | 2026-03-31 | |
| IEFA | ISHARES TR | 3.31% | 647.4K | $58.6M | +3.95%(+24.59K) | $64.29(+51.34%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 2.7% | 201.6K | $47.9M | +2.31%(+4.55K) | $126.32(+132.28%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.41% | +38.28% |
| Top 20 Holdings Unweighted | +11.37% | +38.13% |
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